Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,851 | $172,111+37.0% | $150,298+56.9% | $137,256+71.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.35% | 69.37%-51.0pp | 62.79%-44.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $8,224 | $4,636+77.4% | $4,154+98.0% | $4,156+97.9% |
| Participant deferral / active EE | $6,163 | $6,1660% | $5,453+13.0% | $6,407-3.8% |
| Admin fee / account holder | $11 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |